MAS - West 4TH Strategy, LLC - 47QREA19D000R

47QREA19D000R – FSS Price List

General Services Administration (GSA)

Federal Acquisition Service

Authorized Federal Supply Schedule FSS Price List

Multiple Award Schedule

FSC Group: Office Management - Office Services

Online access to contract ordering information, terms and conditions, pricing, and the option to create an electronic delivery order are available through GSA

Advantage!®. The website for GSA Advantage!® is:

https://www.GSAAdvantage.gov.

West 4th Strategy, LLC

7901 Jones Branch Drive, Suite 340

McLean, VA 22102 www.west4thstrategy.com

Pricelist current as of PO-0014: April 18, 2024

Point of Contact

Robert Dowling

West 4th Strategy, LLC

7901 Jones Branch Drive, Suite 340

McLean, VA 22102

P: 703.431.8854

E: robert.dowling@west4thstrategy.com

Contract Period Contract Period:

June 21, 2024 to June 20, 2029

Business Size Small Business

For more information on ordering, go to the following website: https://www.gsa.gov/schedules.

http://www.west4thstrategy.com/

Contract # 47QREA19D000R

West 4th Strategy | Power Your Mission 2

A. Contract Information

1a Table of awarded special item numbers with appropriate cross-reference to item descriptions and awarded prices

561320SBSA - Temporary Staffing (SBSA)

1b Identification of lowest priced model number and lowest unit price for that model for each special item number awarded in contract

N/A

1c If Contractor is proposing hourly rates, a description of all corresponding commercial job titles, experience, functional responsibility and education for types of employees or subcontractors who will perform services

See Section B

2 Maximum order $250,000.00

3 Minimum order $100.00

4 Geographic coverage 50 States and the District of Columbia

5 Point of production Fairfax County, VA

6 Discount from list prices or statement of net price

Government Net Prices (discounts already deducted) can be found in Section B.

7 Volume discounts • 0.40% off orders of $100,000.00

• 0.60% off orders of $200,000.00

• 0.80% off orders of $300,000.00

• 1.00% off orders of $400,000.00

8 Prompt payment discounts Net 30. Information for Ordering Offices: Prompt payment terms cannot be negotiated out of the contractual agreement in exchange for other concessions

9 Foreign items None

10a Time of delivery As mutually agreed

10b Expedited Delivery Contact Contractor

10c Overnight and 2-day delivery Contact Contractor

10d Urgent Requirements Contact Contractor

11 F.O.B. point Destination

West 4th Strategy | Power Your Mission 3

12a Ordering address 7901 Jones Branch Drive, Suite 340, McLean, VA 22102

12b Ordering procedures See Federal Acquisition Regulation (FAR) 8.405-3

13 Payment address 7901 Jones Branch Drive, Suite 340, McLean, VA 22102

14 Warranty provision Standard

15 Export packing charges Not applicable

16 Terms and conditions of rental, maintenance, and repair

Not applicable

17 Terms and conditions of installation Not applicable

18a Terms and conditions of repair parts indicating date of parts price lists and any discounts from list prices

Not applicable

18b Terms and conditions for any other services Not applicable

19 List of service and distribution points Not applicable

20 List of participating dealers Not applicable

21 Preventive maintenance Not applicable

22a Special attributes such as environmental attributes

Not applicable

22b Section 508 compliance information is available on Information and Communications Technology (ICT) supplies and services and show where full details can be found

Not applicable (ICT standards can be found at:

www.Section508.gov/)

23 Unique Entity Identifier (UEI) Number EJKNY4GAD4L6

24 Notification regarding registration in System for Award Management

Contractor has active registration in System for Award Management (SAM) database valid through 04/02/2025

West 4th Strategy | Power Your Mission 4

B. West 4th Strategy, LLC

Table 1: Pricelist for Services*

# LABOR CATEGORY LABOR RATE

Administrative Support and Clerical Operations

1 Accounting Clerk I $32.73

2 Accounting Clerk II $36.16

3 Accounting Clerk III $39.84

4 Administrative Assistant $55.89

5 Court Reporter $42.78

6 Customer Service Representative I $27.52

7 Customer Service Representative II $29.57

8 Customer Service Representative III $32.60

9 Data Entry Operator I $28.79

10 Data Entry Operator II $30.97

11 Document Preparation Clerk $30.80

12 Duplicating Machine Operator $30.80

13 General Clerk I $27.76

14 General Clerk II $29.85

15 General Clerk III $32.91

16 Messenger Courier $33.30

17 Order Clerk I $26.86

18 Order Clerk II $28.85

19 Personnel Assistant (Employment) I $33.26

20 Personnel Assistant (Employment) II $36.60

21 Personnel Assistant (Employment) III $40.22

22 Production Control Clerk $43.34

23 Secretary I $31.61

24 Secretary II $34.76

25 Secretary III $41.17

26 Switchboard Operator/Receptionist $29.22

27 Travel Clerk I $30.21

28 Travel Clerk II $32.47

29 Travel Clerk III $34.56

30 Word Processor I $31.63

31 Word Processor II $34.92

32 Word Processor III $38.45

West 4th Strategy | Power Your Mission 5

33 Family Readiness and Support Services $33.67

Automatic Data Processing Occupations

34 Video Teleconference Technician $45.06

35 Computer Operator I $34.76

36 Computer Operator II $38.32

37 Computer Operator III $42.13

38 Computer Operator IV $46.25

39 Computer Operator V $50.71

40 Computer Programmer I $43.27

41 Computer Programmer II $52.70

42 Computer Programmer III $57.88

43 Computer Programmer IV $64.16

44 Computer Systems Analyst I $46.35

45 Computer Systems Analyst II $46.98

46 Computer Systems Analyst III $50.78

47 Peripheral Equipment Operator $34.76

48 Personal Computer Support Technician $46.25

49 System Support Specialist $60.34

50 Computer Based Training Specialist / Instructor $57.16

Information and Arts Occupations, Including Misc. Occupations

51 Exhibits Specialist I $39.75

52 Exhibits Specialist II $48.05

53 Exhibits Specialist III $57.66

54 Illustrator I $36.83

55 Illustrator II $44.43

56 Illustrator III $53.24

57 Librarian $65.73

58 Library Aide/Clerk $29.36

59 Library Information Technology Systems $59.82

60 Library Technician $38.03

61 Media Specialist I $44.57

62 Media Specialist II $49.25

63 Media Specialist III $54.34

64 Photographer I $31.38

65 Photographer II $34.73

66 Photographer III $42.24

67 Photographer IV $50.08

West 4th Strategy | Power Your Mission 6

68 Photographer V $59.12

69 Technical Order Library Clerk $35.60

Technical and Professional Occupations

70 Educational Technologist $66.95

71 Graphic Artist $56.32

72 Paralegal/Legal Assistant I $35.55

73 Paralegal/Legal Assistant II $42.86

74 Paralegal/Legal Assistant III $51.28

75 Paralegal/Legal Assistant IV $61.01

76 Technical Writer I $46.23

77 Technical Writer II $55.45

78 Technical Writer III $66.05

79 Marketing Analyst $55.87

80 Contract Specialist I $43.68

81 Contract Specialist II $57.78

82 Contract Specialist III $69.13

83 Contract Specialist IV $94.06

84 Attorney I $57.88

85 Attorney II $67.55

86 Attorney III $64.84

87 Attorney IV $84.78

88 Attorney V $94.12

89 Attorney VI $117.51

90 Attorney VII $140.86

91 Accountant I $44.01

92 Accountant II $48.02

93 Accountant III $56.94

94 Auditor I $54.41

95 Auditor II $64.52

96 Auditor III $75.37

97 Finance Analyst I $41.64

98 Finance Analyst II $48.54

99 Finance Analyst III $60.67

* Industrial Funding Fees are Included

West 4th Strategy | Power Your Mission 7

** Labor Categories 1 thru 79 are based upon the SCA Directory of Occupations Fifth Edition **

Administrative Support & Clerical Occupations

Occupational Base: Accounting Clerk I The Accounting Clerk performs one or more accounting tasks such as;

posting to registers and ledgers; balancing and reconciling accounts; verifying the internal consistency, completeness, and mathematical accuracy of accounting documents. In addition, tasks include; assigning prescribed accounting distribution codes; examining and verifying the clerical accuracy of various types of reports, lists, calculations, and postings. This position is responsible for preparing journal vouchers; making entries of adjustments to accounts; and working with spreadsheets. Level I requires a basic knowledge of routine clerical methods, office practices and procedures as they relate to the clerical processing and recording of transactions.

Levels II and III require a knowledge and understanding of the established and standardized bookkeeping and accounting procedures and techniques used in an accounting system, or a segment of an accounting system where there are few variations in the types of transactions handled. In addition, most jobs at each level will require a basic knowledge and understanding of the terminology, codes, and processes used in an automated accounting system.

1. Accounting Clerk I

• Functional Responsibilities: This position is responsible for performing one or more routine accounting clerical operations such as: examining, verifying, and correcting various accounting documents to ensure completeness and accuracy of data in accordance to accounting procedures. Specific tasks/duties are assigned under adequate supervision. Entry-level reconciliation and posting will be assigned under detailed guidance. In most instances, an employee in this position will rely on the supervisors' instructions. Completed work will be reviewed for accuracy and compliance with procedures.

• Minimum Years of Experience: Zero (0) years of experience

• Minimum Educational/Degree Requirements: High School Diploma

2. Accounting Clerk II

• Functional Responsibilities: This position uses knowledge of double entry bookkeeping in performing one or more of the following: posting actions to journals, identifying subsidiary accounts affected, making debit and credit entries, and assigning proper codes. The Accounting Clerk II may review computer printouts against manually maintained journals, detect and correct erroneous postings, and prepare documents to adjust accounting classifications and other data, or review lists of transactions rejected by an automated system. In this instance, the Accounting Clerk II will determine reasons for rejections, and prepare necessary correcting material. On routine assignments, an employee will select and apply established procedures and techniques.

Detailed instructions are provided for difficult or unusual assignments. Completed work and methods used, are reviewed for technical accuracy.

• Minimum Years of Experience: Two (2) years of experience

• Minimum Educational/Degree Requirements: High School Diploma

3. Accounting Clerk III

• Functional Responsibilities: The Accounting Clerk III maintains journals or subsidiary ledgers of an accounting system and balances and reconciles accounts. Typical duties include one or both of the following: 1.) reviewing invoices and statements verifying information, ensuring sufficient funds have been obligated, and if questionable, resolving with the submitting unit determining accounts involved. The review will include coding transactions, and processing material through data processing for application in the accounting system; 2.)

analysis and reconciliation of computer printouts with operating unit reports (contacting units, researching

West 4th Strategy | Power Your Mission 8 causes of discrepancies, and taking action to ensure that accounts balance). Supervisor provides suggestions for handling unusual or non-recurring transactions. Conformance with requirements and technical soundness of completed work are reviewed by the supervisor, or are controlled by mechanisms built into the accounting processes.

• Minimum Years of Experience: Four (4) years of experience

• Minimum Educational/Degree Requirements: High School Diploma

4. Administrative Assistant

• Functional Responsibilities: In addition to secretarial duties (filing, taking phone calls, scheduling appointments, making travel arrangements), this position will provide administrative support to executive staff with office management responsibilities to include budgeting, personnel records and payroll. The Administrative Assistant may be required to work independently on projects requiring research and preparation of briefing charts and other presentation materials.

• Minimum Years of Experience: Zero (0) years of experience

• Minimum Educational/Degree Requirements: High School Diploma

5. Court Reporter

• Functional Responsibilities: This position records examination, testimony, judicial opinions, judge's charge to jury, judgment or sentence of court, or other proceedings in a court of law by manual or machine shorthand. The Court Reporter reads portions of transcript during trial at the judge's request, and asks speakers to clarify inaudible statements. The Court Reporter transcribes recorded material using a typewriter, or dictates material into a recording machine.

• Minimum Years of Experience: Zero (0) years of experience

• Minimum Educational/Degree Requirements: High School Diploma

Occupational Base: Customer Service Representative The Customer Service Representative (CSR) provides information and solutions in response to inquiries pertaining to products, services and/or customer complaints. Duties may include, but are not limited to, accessing databases to retrieve and/or record information such as customer complaints or orders; responding to customer complaints or inquiries; taking orders for products or merchandise; calculating charges; processing billing or payments; processing customer claims; handling returns, refunds, and exchanges; keeping records of customer interactions; and updating customer account information.

6. Customer Service Representative I

• Functional Responsibilities: This position receives, comprehends, provides, and responds to routine informational inquiries and service requests through the use of various communication technologies including but not limited to telephones, e-mail, facsimile, postal mail, and the Internet.

• Minimum Years of Experience: Zero (0) years of experience

• Minimum Educational/Degree Requirements: High School Diploma

7. Customer Service Representative II

• Functional Responsibilities: Position is responsible for performing duties detailed in CSR I job description. In addition, CSR II is responsible for responding to escalated and more complex inquiries on a broader scope of topics. Tasks may require simple adaptation and interpretation of provided reference materials.

• Minimum Years of Experience: Two (2) years of experience

• Minimum Educational/Degree Requirements: High School Diploma

West 4th Strategy | Power Your Mission 9

8. Customer Service Representative III

• Functional Responsibilities: Position is responsible for performing duties detailed in CSR I and CSR II job descriptions. In addition, CSR III is responsible for supervising and advising CSR I and CSR II.

• Minimum Years of Experience: Four (4) years of experience

• Minimum Educational/Degree Requirements: High School Diploma

Occupational Base: Data Entry Operator This position operates keyboard-controlled data entry devices such as a computer, key-operated magnetic tape, or disc encoder to transcribe data into a format suitable for computer processing. Job task requires skill in operating an alphanumeric keyboard, and an understanding of transcribing procedures and relevant data entry equipment. Positions are classified into levels based on the following definitions:

• Data Entry Operator I - This position works under close supervision and follows specific procedures or detailed instructions. The Data Entry Operator I works from various standardized source documents that have been coded and require little or no selecting, coding or interpreting of data. Problems such as erroneous items and codes, or missing information are resolved at the supervisory level. Work is routine and repetitive.

• Data Entry Operator II - This position requires the application of experience and judgment in selecting procedures to be followed, and searching for interpreting, selecting, or coding items to be entered from a variety of document sources. The Data Entry Operator II may occasionally perform routine work as described for Data Entry Operator I.

Excluded are operators above Level II using the key entry controls to access, read, and evaluate the substance of specific records to take substantive actions, or to make entices requiring a similar level of knowledge

9. Data Entry Operator I

• Functional Responsibilities: This position works under close supervision and follows specific procedures or detailed instructions. The Data Entry Operator I works from various standardized source documents that have been coded and require little or no selecting, coding or interpreting of data. Problems such as erroneous items and codes, or missing information are resolved at the supervisory level. Work is routine and repetitive.

• Minimum Years of Experience: Zero (0) years of experience

• Minimum Educational/Degree Requirements: High School Diploma

10. Data Entry Operator II

• Functional Responsibilities: This position requires the application of experience and judgment in selecting procedures to be followed, and searching for interpreting, selecting, or coding items to be entered from a variety of document sources. The Data Entry Operator II may occasionally perform routine work as described for Data Entry Operator I.

• Minimum Years of Experience: Two (2) years of experience

• Minimum Educational/Degree Requirements: High School Diploma

11. Document Preparation Clerk

• Functional Responsibilities: This position prepares documents such as brochures, books, periodicals, catalogs, and pamphlets for copying or photocopying. The Document Preparation Clerk cuts documents into individual standardized pages, using a paper cutter or razor knife. Document pages are reproduced as necessary to improve clarity or to adjust the standardized page size according to the limitations of the designated copy machine. The Document Preparation Clerk stamps standard symbols on pages or inserts instruction cards to notify Duplicating Machine Operator of special handling, prepares cover sheets and document folders for

West 4th Strategy | Power Your Mission 10 material, and index cards for files, and files folder according to index code and copies priority schedule.

• Minimum Years of Experience: Zero (0) years of experience

• Minimum Educational/Degree Requirements: High School Diploma

12. Duplicating Machine Operator

• Functional Responsibilities: This position operates one or more photocopying, photographic, mimeograph and duplicating office machines to make copies of documents such as letters, reports, directives, manuals, articles and bulletins. Additional responsibilities include: operating small binding machines, performing clerical duties associated with the request for printing and photographic services, preparing assembly sheets, printing requisitions with specifications for printing and binding, recording, delivering and collecting work. The Duplicating Machine Operator performs minor repairs preventive maintenance, and maintains an inventory of supplies and reproduction equipment paying particular attention to important variables indicated by trade name of machine.

• Minimum Years of Experience: Zero (0) years of experience

• Minimum Educational/Degree Requirements: High School Diploma

Occupational Base: General Clerk The General Clerk follows clearly detailed procedures in performing simple repetitive tasks in the same sequence. Responsibilities would include filing pre-coded documents in a chronological file, or operating office equipment, (e.g., mimeograph, photocopy, addressograph or mailing machine.

13. General Clerk I

• Functional Responsibilities: This position follows clearly detailed specific procedures in completing several repetitive clerical steps performed in a prescribed or slightly varied sequence, such as coding and filing documents in an extensive alphabetical file; could involve simple posting to individual accounts, opening mail, calculating and posting charges to departmental accounts, operating basic office equipment, e.g., photocopier, facsimile, multi-line phone/voicemail systems, mailing machines, and minimal computer programs. Little or no subject-matter knowledge is required, but the clerk uses his or her own judgment in choosing the proper procedure for each task.

• Minimum Years of Experience: Zero (0) years of experience

• Minimum Educational/Degree Requirements: High School Diploma

14. General Clerk II

• Functional Responsibilities: This position requires familiarity with the terminology of the office unit. The General Clerk selects appropriate methods from a wide variety of procedures or makes simple adaptations and interpretations of a limited number of substantive guides and manuals. The clerical steps often vary in type or sequence, depending on the task. Recognized problems are referred to others.

• Minimum Years of Experience: Two (2) years of experience

• Minimum Educational/Degree Requirements: High School Diploma

15. General Clerk III

• Functional Responsibilities: This position uses some subject-matter knowledge and judgment to complete assignments consisting of numerous steps varying in nature and sequence. The General Clerk III selects from alternative methods and refers problems not solvable by adapting or interpreting substantive guides, manuals, or procedures. Typical duties include: assisting in a variety of administrative matters; maintaining a wide variety of financial or other records (stored both manually and electronically); verifying statistical reports for accuracy and completeness; compiling information; and handling and adjusting complaints. The General Clerk III may also direct lower level clerks. Positions above level IV are excluded. Such positions (which may include supervisory

West 4th Strategy | Power Your Mission 11 responsibility over lower level clerks) require workers to use a thorough knowledge of an office's work and routine to: 1) choose among widely varying methods and procedures to process complex transactions; and 2) select or devise steps necessary to complete assignments. Typical jobs covered by this exclusion include administrative assistants, clerical supervisors, and office managers.

• Minimum Years of Experience: Four (4) years of experience

• Minimum Educational/Degree Requirements: High School Diploma

16. Messenger Courier

• Functional Responsibilities: The Messenger Courier delivers messages, documents, packages and mail to various business concerns or governmental agencies. An employee in this role may perform the following: miscellaneous errands, such as carrying mail within the base and sorting or opening incoming and outgoing mail, obtain receipts for articles delivered and keep a log of items received and delivered, or deliver items to offices and departments within an establishment. The Messenger Courier may use a bicycle, golf cart, or motorcycle to perform these duties.

• Minimum Years of Experience: Zero (0) years of experience

• Minimum Educational/Degree Requirements: High School Diploma

Occupational Base: Order Clerk The Order Clerk receives written or verbal purchase orders. Work typically involves some combination of the following duties: quoting prices, determining availability of ordered items and suggesting substitutes when necessary, advising expected delivery date and method of delivery, recording order and customer information on order sheets. The Order Clerk is responsible for checking order sheets for accuracy and adequacy of information; ascertaining credit rating of customer; furnishing customer with confirmation of receipt of order; order follow up, or informing customer of a delay in delivery. The Order Clerk maintains order files and verifies shipping invoices against original orders. This position excludes workers paid on a commission basis or whose duties include any of the following: Receiving orders for services rather than for material or merchandise;

providing customers with consultative advice using knowledge gained from engineering or extensive technical training; emphasizing selling skills; handling material or merchandise as an integral part of the job.

17. Order Clerk I

• Functional Responsibilities: This position handles orders involving items that have readily identified uses and applications. The Order Clerk I may refer to a catalog, manufacturer's manual or similar document to insure that the proper item is supplied or to verify the price of order.

• Minimum Years of Experience: Zero (0) years of experience

• Minimum Educational/Degree Requirements: High School Diploma

18. Order Clerk II

• Functional Responsibilities: This position handles orders that involve making judgments such as choosing which specific product or material from the establishment's product lines will satisfy the customer's needs, or determining the price to be quoted when pricing involves more than merely referring to a price list or making some simple mathematical calculations.

• Minimum Years of Experience: Two (2) years of experience

• Minimum Educational/Degree Requirements: High School Diploma

Occupational Base: Personnel Assistant This position performs a variety of general personnel clerical tasks in such areas as employee records, benefits, education, training, employment/staffing, compensation, employee labor relations, and equal employment opportunity/affirmative action. The Personnel Assistant may conduct surveys and update manual and automated personnel records. At the higher levels, assistants perform limited

West 4th Strategy | Power Your Mission 12 aspects of personnel professionals’ work such as interviewing candidates, recommending placements, performing compensation or benefit support activities involving contacts throughout the company, and preparing communications to various third-party benefit vendors. Excluded are workers who primarily compute and process payrolls

19. Personnel Assistant (Employment) I

• Functional Responsibilities: This position performs a variety of tasks including, but not limited to, clerical and secretarial duties. The work is under general supervision of higher-level personnel in preparation of various human resource tasks throughout compensation, benefits, staffing/employment, EEO procedures and policy administration. The Personnel Assistant I is expected to exercise discretion at all times; limited judgment may be necessary at times. This assistant may be required to operate general office equipment such as: typewriter, personal computer, copier, adding machine, and facsimile.

• Minimum Years of Experience: Zero (0) years of experience

• Minimum Educational/Degree Requirements: High School Diploma

20. Personnel Assistant (Employment) II

• Functional Responsibilities: This position serves as a clerical expert in independently processing the most complicated types of personnel actions, e.g., temporary employment, rehires, and dismissals. In this position, one may perform tasks beyond routine clerical such as: pre-employment drug screening and new hire orientation, responding to routine questions on policy and procedures, and/or provide reports on employee turnover or time and attendance. This assistant may be asked to evaluate and consolidate information from various sources under short deadlines, such as internal or external survey information, reporting on company employment statistics (retention, equal opportunity reporting, etc.). The Personnel Assistant II may provide guidance to lower level Personnel Assistants. This level requires extensive knowledge of various office software packages. Guidance is provided as needed. Completed written work receives close technical review from higher-level personnel office employees. Work may be checked occasionally.

• Minimum Years of Experience: Two (2) years of experience

• Minimum Educational/Degree Requirements: High School Diploma

21. Personnel Assistant (Employment) III

• Functional Responsibilities: This position performs work in support of human resource professionals that requires a good working knowledge of personnel procedures, guides, and precedents. Job tasks may include interviewing applicants, obtaining references, and recommending placement in a well-defined occupation. At this level, assistants typically have a range of personal contacts within and outside the organization, in addition to handling employee-sensitive material.

• Minimum Years of Experience: Four (4) years of experience

• Minimum Educational/Degree Requirements: High School Diploma

22. Production Control Clerk

• Functional Responsibilities: This position compiles and records production data for industrial establishments to compare records and reports on volume of production, consumption of material, quality control, and other aspects of production. May perform any combination of the following duties: compile and record production data from customer orders, work tickets, product specifications, and individual worker production sheets following prescribed recording procedures and using different word processing techniques. This Clerk calculates such factors as types and quantities of items produced, materials used, amount of scrap, frequency of defects, and worker and department production rates, using a computer, calculator, and/or spreadsheets. Additional tasks include: writing production reports based on data compiled, tabulated and computed, following prescribed

West 4th Strategy | Power Your Mission 13 formats, maintaining files of documents used and prepared, compiling detailed production sheets or work tickets for use by production workers as guides in assembly or manufacture of products. This Clerk prepares written work schedules based on established guidelines and priorities, compiles material inventory records and prepares requisitions for procurement of materials and supplies charts production using chart, graph, or pegboard based on statistics compiled for reference by production and management personnel. This Clerk also sorts and distributes work tickets or material and may compute wages from employee time cards and post wage data on records used for preparation of payroll.

• Minimum Years of Experience: Zero (0) years of experience

• Minimum Educational/Degree Requirements: High School Diploma

Occupational Base: Secretary This position provides principal secretarial support in an office, usually to one individual, and, in some cases, to the subordinate staff of that individual. The Secretary maintains a close and highly responsive relationship to the day- to-day activities of the supervisor and staff, works fairly independently receiving a minimum of detailed supervision and guidance, and performs various clerical and secretarial duties requiring knowledge of office routine and an understanding of the organization, programs, and procedures related to the work of the office. Computers may exist in the environment, requiring working knowledge of certain office software programs.

Classification by Level

Secretary jobs that meet the required characteristics are matched at one of three levels according to two factors:

(a) level of the secretary's supervisor within the overall organizational structure, and (b) level of the secretary's responsibility. The table following the explanations of these factors indicates the level of the secretary for each combination of factors.

Level of Secretary's Supervisor (LS)

Secretaries should be matched with one of the three LS levels below that best describes the organization of the secretary's supervisor.

• LS-1 Organizational structure is not complex and internal procedures and administrative controls are simple and informal; supervisor directs staff through face-to-face meetings.

• LS-2 Organizational structure is complex and is divided into subordinate groups that usually differ from each other as to subject matter, function, etc. Supervisor usually directs staff through intermediate supervisors.

Internal procedures and administrative controls are formal. An entire organization (e.g., division, subsidiary, or parent organization) may contain a variety of subordinate groups that meet the LS-2 definition. Therefore, it is not unusual for one LS-2 supervisor to report to another LS-2 supervisor. The presence of subordinate supervisors does not by itself, mean LS-2 applies. For example, a clerical processing organization divided into several units, each performing very similar work, is placed in LS-1. In smaller organizations or industries such as retail trades, with relatively few organizational levels, the supervisor may have an impact on the policies and major programs of the entire organization, and may deal with important outside contacts as described in LS-3.

• LS-3 Organizational structure is divided into two or more subordinate supervisory levels (of which at least one is a managerial level) with several subdivisions at each level. Executive's program(s) are usually interlocked on a direct and continuing basis with other major organizational segments, requiring constant attention to extensive formal coordination, clearances, and procedural controls. Executive typically has: financial decision-making authority for assigned program(s); considerable impact on the entire organization's financial position or image;

and responsibility for, or has staff specialists in such areas as, personnel and administration for assigned organization. Executive plays and important role in determining the policies and major programs of the entire organization, and spends considerable time dealing with outside parties actively interested in assigned program(s) and current or controversial issues.

Level of Secretary's Responsibility (LR)

This factor evaluates the nature of the work relationship between the secretary and the supervisor or staff, and the extent to which the secretary is expected to exercise initiative and judgment. Secretaries should be matched

West 4th Strategy | Power Your Mission 14 at the level best describing their level of responsibility. When a position's duties span more than one LR level, the introductory paragraph at the beginning of each LR level should be used to determine which of the levels best matches the position. (Typically, secretaries performing at the higher levels of responsibility also perform duties described at the lower levels.)

• LR-1 Carries out recurring office procedures independently, and selects the guideline or reference that fits the specific case. The supervisor provides specific instructions on new assignments and checks completed work for accuracy. The LR-1 performs varied duties including or comparable to the following:

a. Respond to routine telephone requests that have standard answers; refer calls and visitors to appropriate staff.

Control mail and assure timely staff response, and send form letters;

b. As instructed, maintain supervisor's calendar, make appointments, and arrange for meeting rooms:

c. Review materials prepared for supervisor's approval for typographical accuracy and proper format;

d. Maintain recurring internal reports, such as time and leave records, office equipment listings, correspondence controls, and training plans;

e. Requisition supplies, printing, maintenance or other services, type, take and transcribe dictation, create and maintain office files.

• LR-2 handles differing situations, problems, and deviations in the work of the office according to the supervisor's general instructions, priorities, duties, policies, and program goals. Supervisor may assist secretary with special assignments. Duties include or are comparable to the following:

a. Screen telephone calls, visitors, and incoming correspondence; personally respond to requests for information concerning office procedures; determine which requests should be handled by the supervisor, appropriate staff member or other offices, prepare and sign routine non-technical correspondence in own or supervisor's name;

b. Schedule tentative appointments without prior clearance. Make arrangements for conferences and meetings and assemble established background materials as directed. May attend meetings and record and report on the proceedings;

c. Review outgoing materials and correspondence for internal consistency and conformance with supervisor's procedures; assure that proper clearances have been obtained, when needed;

d. Collect information from the files or staff for routine inquiries on office program(s) or periodic reports, and refer non-routine requests to supervisor or staff;

e. Explain to subordinate staff supervisor's requirements concerning office procedures, coordinate personnel and administrative forms for the office and forwards for processing.

• LR-3 uses greater judgment and initiative to determine the approach or action to take in non-routine situations, interprets and adapts guidelines, including unwritten policies, precedents, and practices, which are not always completely applicable to changing situations. Duties include or are comparable to the following:

a. Based on knowledge of the supervisor's views, compose correspondence on own initiative about administrative matters and general office policies for supervisor's approval;

b. Anticipate and prepare materials needed by the supervisor for conferences, correspondence, appointments, meetings, telephone calls, etc., and informs supervisor on matters to be considered;

c. Read publications, regulations, and directives and take action or refer those that are important to the supervisor and staff;

d. Prepare special or one-time reports, summaries, or replies to inquiries, selecting relevant information from a variety of sources such as reports, documents, correspondence, other offices, etc., under general directions;

e. Advise secretaries in subordinate offices on new procedures; request information needed from the subordinate office(s) for periodic or special conferences, reports, inquiries, etc., and shifts clerical staff to accommodate workload needs.

Excludes secretaries performing any of the following duties:

West 4th Strategy | Power Your Mission 15

• Acting as office manager for the executive's organization, e.g., determines when new procedures are needed for changing situations and devises and implements alternatives; revising or clarifying procedures to eliminate conflict or duplication; identifying and resolving various problems that affect the orderly flow of work in transactions with parties outside the organization.

• Preparing agenda for conferences; explain discussion topics to participants; drafts introductions and develops background information and prepares outlines for executive or staff member(s) to use in writing speeches.

• The LR-3 advises individuals outside the organization on the executive's views on major policies or current issues facing the organization; contacts or responds to contact from high-ranking outside officials (e.g., city or state officials, members of congress, presidents of national unions or large national or international firms, etc.) in unique situations. These officials may be relatively inaccessible, and each contact typically must be handled differently, using judgment and discretion.

NOTE: Employees whose duties meet this level of responsibility and supervision may be properly classified under the Administrative Assistant category or the class may need to be conformed.

23. Secretary I

• Functional Responsibilities: Refer to occupational base.

• Minimum Years of Experience: Zero (0) years of experience

• Minimum Educational/Degree Requirements: High School Diploma

24. Secretary II

• Functional Responsibilities: Refer to occupational base.

• Minimum Years of Experience: Two (2) years of experience

• Minimum Educational/Degree Requirements: High School Diploma

25. Secretary III

• Functional Responsibilities: Refer to occupational base.

• Minimum Years of Experience: Four (4) years of experience

• Minimum Educational/Degree Requirements: High School Diploma

26. Switchboard Operator / Receptionist

• Functional Responsibilities: This position greets visitors, determining nature of visits and directing visitors to appropriate persons. Duties may include, but are not limited to, relaying incoming, outgoing, and intra-system calls through a private branch exchange (PBX) system; recording and transmitting messages; keeping records of calls placed; providing information to callers and visitors; hearing and resolving complaints; making appointments; handling incoming and outgoing mail; controlling access to the facility; keeping a log of visitors;

and issuing visitor passes. In this position, one may also type and perform other routine clerical work, such as entering data and processing documents, which may occupy the major portion of the worker's time.

• Minimum Years of Experience: Zero (0) years of experience

• Minimum Educational/Degree Requirements: High School Diploma

Occupational Base: Travel Clerk This position plans itinerary and schedules travel accommodations for military and civilian personnel with dependents according to travel orders using knowledge of routes, types of carriers, and travel regulations. This Clerk verifies travel orders to insure costs, availability, and convenience of different types of carriers to select most advantageous route and carrier; notifies personnel of travel dates, West 4th Strategy | Power Your Mission 16 baggage, limits and medical and visa requirements, and determines that all clearances have been obtained. The Travel Clerk assists personnel in completing travel forms and other business transactions pertaining to travel, may deliver personnel files and travel orders to persons prior to departure, meet and inform arriving personnel of available facilities and housing and furnish other information, and may arrange for motor transportation for arriving or departing personnel.

27. Travel Clerk I

• Functional Responsibilities: Under close supervision or following specific procedures and detailed instructions, The Travel Clerk I arranges travel on one or two modes of transportation. Travel is usually recurrent by the same modes, carriers, routes and same major points of origin and destination, seldom involving special transportation privileges or requiring special allowances or planning for supplemental transportation facilities. When such services are required, they do not occur in such variety or with such frequency as to create problems of timing or coordination.

• Minimum Years of Experience: Zero (0) years of experience

• Minimum Educational/Degree Requirements: High School Diploma

28. Travel Clerk II

• Functional Responsibilities: Travel usually involves the use of two or more modes of transportation. Information on carriers, modes and facilities is readily available since most carriers servicing the area maintain local facilities or publish information regularly. Single carriers or connecting carriers have schedules that are easily coordinated using readily obtainable timetables or guides. Travel is frequently recurrent. A substantial number of problems arise because of rerouting, and there are often side trips requiring changes of transportation. Travel is usually to areas accessible by direct line, or established connecting points and normal modes of transportation. Travel is not always planned well in advance so there may be major problems of scheduling or accommodations. Travel involves special transportation privileges or special allowances and requires authorization or planning for supplemental or special transportation facilities, and when such services are required, they usually do not occur in such variety or with such frequency as to create major problems of timing or coordination. Within general guidelines, employees select and apply appropriate travel guides, methods, techniques, and work sequences to effectively accomplish the work. The majority of assignments are performed without technical assistance, but unusually difficult travel situations or problem cases encountered during the course of the work are referred to the supervisor before decision or commitment. Review of work is for compliance with regulatory guides and program policies and for soundness of decisions and conclusions.

• Minimum Years of Experience: Two (2) years of experience

• Minimum Educational/Degree Requirements: High School Diploma

29. Travel Clerk III

• Functional Responsibilities: At this level, all major modes of transportation are used, as most individual trips involve combinations of more than one mode. Travel is varied, often not recurrent and periodically requires planning for relatively inaccessible intermediate or destination points. Routings are diverse and there is a necessity for frequent rerouting, re-planning, or rearranging, with many side trips requiring changes in modes of travel and creating substantial difficulty in routing and scheduling connections. A substantial amount of travel involves special allowances or requires authorization and planning for supplementary or special transportation facilities. It is frequently difficult to obtain the required information. The incumbent is characterized by independence of action, with very little instruction, guidance, and review, except for review of accomplishments of broad objectives and conformance to policy. The incumbent is viewed as the authority on travel matters, including the furnishing of advice and information to travelers, administrative officials and others; and has responsibility as the principal liaison with all elements, carriers, and facilities.

• Minimum Years of Experience: Four (4) years of experience

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Occupational Base: Word Processor This position uses automated systems, such as word processing equipment, personal computers, or work stations linked to a larger computer or local area network, to produce a variety of documents, such as correspondence, memos, publications, forms, reports, tables and graphs. The Word Processor uses one or more word processing software packages; may also perform routine clerical tasks, such as operating copiers, filing, answering telephones, ad sorting and distributing mail.

Excluded are:

a. Typists using automatic or manual typewriters with limited or no text-editing capabilities; workers in these positions are not typically required to use word processing software packages;

b. Key Entry Operators, Accounting Clerks, Sales Clerks, and other clerks who may use automated word processing equipment for purposes other than typing composition;

c. Positions requiring subject-matter knowledge to prepare and edit text using automated word processing equipment.

30. Word Processor I

• Functional Responsibilities: This position produces a variety of standard documents, such as correspondence, form letters, reports, tables and other printed materials. Work requires skill in typing; a knowledge of grammar, punctuation and spelling; and ability to use reference guides and equipment manuals. The Word Processor I performs familiar, routine assignments following standard procedures, seeks further instructions for assignments requiring deviations from established procedures.

• Minimum Years of Experience: Zero (0) years of experience

• Minimum Educational/Degree Requirements: High School Diploma

31. Word Processor II

• Functional Responsibilities: This position uses knowledge of varied and advanced functions of one software type, knowledge of varied functions of different types of software, or knowledge of specialized or technical terminology to perform such typical duties as:

a. Editing and reformatting written or electronic drafts. Examples include: correcting function codes;

adjusting spacing formatting and standardizing headings, margins, and indentations.

b. Transcribing scientific reports, lab analysis, legal proceedings, or similar material from voice tapes or handwritten drafts. Work requires knowledge of specialized, technical, or scientific terminology.

• Work requires familiarity with office terminology and practices. Incumbent corrects copy, and questions originator of document concerning missing information, improper formatting, or discrepancies in instructions.

Supervisor sets priorities and deadlines on continuing assignments, furnishes general instructions for recurring work and provides specific instructions for new or unique projects, may lead lower level word processors.

• Minimum Years of Experience: Two (2) years of experience

• Minimum Educational/Degree Requirements: High School Diploma

32. Word Processor III

• Functional Responsibilities: Requires both a comprehensive knowledge of word processing software applications and office practices and a high degree of skill in applying software functions to prepare complex and detailed documents. For example, processes complex and lengthy technical reports which include tables, graphs, charts, or multiple columns. Uses either different word processing packages or many different style macros or special command functions; independently completes assignments and resolves problems.

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• Minimum Years of Experience: Four (4) years of experience

• Minimum Educational/Degree Requirements: High School Diploma

33. Family Readiness and Support Services

• Functional Responsibilities: This incumbent develops and implements a family support program. Provides support to families impacted by Aerospace Expeditionary Force (AEF) and other long and short-term mobilization assignments, communicates with families, involving them in activities that will assist during separation, and identifies family issues and demographic trends. This worker establishes and maintains formal agreements and relationships with federal state and local aid agencies, as well as an informal network with charitable, religious and human service group to establish deliver and promote family support and readiness, and projects long-term family readiness and support plans and resource needs.

• Minimum Years of Experience: Zero (0) years of experience

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Automatic Data Processing Operations

34. Video Teleconference Technician

• Functional Responsibilities: The Video Teleconference Technician operates video teleconferencing equipment including powering The up teleconferencing equipment,…